Advisers

Chris Cadwallader

Chris is our Oxfordshire connection with a broad range of clients living in South Oxfordshire and Wiltshire, again offering the full range of investment advice.

Andy Carter

Andy joined EFP from another local Broker to look after a retiring advisers client base, and has 16 years experience in advising clients in all aspects of Financial Advice.

His career started with Allied Dunbar where he stayed for 5 years before becoming independent adviser.

Andy works in all areas of financial advice but prefers to work in Pensions and Investments where he has a wealth of experience working with individuals and companies.

Peter Styles

Peter is a former branch manager with L&G and has been in Financial Services for many years.

He is a mortgage specialist with access to a range of quality products for Right to Buy, and adverse credit situations.

Sarah Watch

Sarah, who has much industry experience, is one of our mortgage specialists and joined EFP early in 2005.

Another mortgage specialist Sarah also works in the investment and pension areas.

David Webb

David has been in the industry for over 35 years in various roles, set EFP up in October 1992 and has operated as an IFA ever since.

David is the company principal and compliance officer working mainly in the investment and pension markets now.

Administration

Gerry Meale

Gerry Meale offers us all an excellent administration back-up. Using high quality IT systems he provides support, can give basic information to you as clients, and monitor your products to ensure efficient processing.